Foundations and Endowments

Miles Capital is a leading manager of foundation and endowment portfolios in the Midwest. We are proud to support the success of organizations that strive to improve our communities.

While all client solutions are anchored in our disciplined investment process, at Miles Capital, our vision is different from other money managers: Put client needs first, listen to what they want and craft the solution that works for them.  Just as no two clients are the same, no two investment solutions will be the same.

Miles Capital takes a holistic view of our clients’ needs.  This is reflected in both our approach to delivering fully implemented investment solutions and our client service model. We work closely with each client to analyze their goals and objectives to better understand how the portfolio supports whatever goals are set for the asset profile, projected revenue and funding streams, spending plans, and growth requirements. This deep relationship allows us to provide guidance in crafting an investment strategy that meets key risk and return metrics.

Miles Capital also contributes a long history of managing foundation and endowment portfolios that enables us to consult on the issues that are critical for your success, such as the changing regulatory environment and building effective donor relations. We offer a selection of sophisticated services and tools that will support your broader goals and objectives:

• Strategic Asset Allocation
• Investment Policy Statements
• Gifting/Spending Policy
• Cash Flow Testing
• Customized Benchmarking

For additional information on any of these services, please contact us at 515.226.7015.